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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+4.89%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$45.2B
AUM Growth
+$15.4B
Cap. Flow
-$497M
Cap. Flow %
-1.1%
Top 10 Hldgs %
26.15%
Holding
954
New
95
Increased
317
Reduced
373
Closed
67

Top Buys

Rank Stock Value
1
ARES icon
Ares Management
ARES
+$126M
2
VICI icon
VICI Properties
VICI
+$93.3M
3
AVB icon
AvalonBay Communities
AVB
+$90.7M
4
ICE icon
Intercontinental Exchange
ICE
+$86.6M
5
COP icon
ConocoPhillips
COP
+$70.4M

Top Sells

Rank Stock Value
1
SCHW
Charles Schwab
SCHW
+$408M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$170M
3
SIVB
SVB Financial Group
SIVB
+$109M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$92.4M
5
EOG icon
EOG Resources
EOG
+$86.4M

Sector Composition

Rank Sector Weight
1 Technology 19.01%
2 Financials 14.31%
3 Healthcare 10.26%
4 Energy 8.41%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASML icon
151
ASML
ASML
$631B
$62.9M 0.14%
92,379
+24,996
+37% +$16.1M
CDW icon
152
CDW
CDW
$17.7B
$62.7M 0.14%
321,579
-6,744
-2% -$1.32M
EQIX icon
153
Equinix
EQIX
$104B
$61.7M 0.14%
101,200
+1,934
+2% +$1.36M
LILAK icon
154
Liberty Latin America Class C
LILAK
$1.55B
$60.7M 0.13%
953,257
– –
VTV icon
155
Vanguard Value ETF
VTV
$189B
$59.1M 0.13%
1,604,127
+60,134
+4% +$8.44M
AMD icon
156
Advanced Micro Devices
AMD
$793B
$59M 0.13%
602,267
+60,480
+11% +$4.92M
SYK icon
157
Stryker
SYK
$129B
$58M 0.13%
1,141,753
-245,884
-18% -$65.2M
SEDG icon
158
SolarEdge
SEDG
$2.58B
$57.9M 0.13%
141,496
+5,611
+4% +$1.71M
MELI icon
159
Mercado Libre
MELI
$93B
$57.6M 0.13%
56,193
+29,306
+109% +$33.3M
LYV icon
160
Live Nation Entertainment
LYV
$41.8B
$55.3M 0.12%
570,718
+308,971
+118% +$22.7M
AZO icon
161
AutoZone
AZO
$50.2B
$55M 0.12%
22,394
-4,284
-16% -$10.4M
BEP icon
162
Brookfield Renewable
BEP
$9.73B
$54.1M 0.12%
1,716,823
+405,849
+31% +$11.4M
YUMC icon
163
Yum China
YUMC
$15.3B
$53.7M 0.12%
846,578
+41,306
+5% +$2.49M
OI icon
164
O-I Glass
OI
$1.43B
$53.3M 0.12%
647,748
-18,864
-3% -$396K
URI icon
165
United Rentals
URI
$69.9B
$53M 0.12%
134,045
+123,713
+1,197% +$52M
LTHM
166
DELISTED
Livent Corporation
LTHM
$52.4M 0.12%
1,369,010
+50,619
+4% +$1.17M
SBAC icon
167
SBA Communications
SBAC
$18.4B
$52.2M 0.12%
311,711
+451
+0.1% +$124K
AAXJ icon
168
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.64B
$51.7M 0.11%
1,179,224
-151,246
-11% -$10.3M
CDNS icon
169
Cadence Design Systems
CDNS
$94.1B
$50.8M 0.11%
241,939
-2,657
-1% -$503K
WM icon
170
Waste Management
WM
$96.2B
$48.3M 0.11%
325,310
-456,074
-58% -$69.9M
PBA icon
171
Pembina Pipeline
PBA
$29.2B
$48M 0.11%
235,841
-8,990
-4% -$303K
IBM icon
172
IBM
IBM
$204B
$47.4M 0.11%
496,991
-1,231
-0.2% -$165K
AMP icon
173
Ameriprise Financial
AMP
$47.4B
$47.4M 0.1%
154,645
-2,064
-1% -$676K
BIP icon
174
Brookfield Infrastructure Partners
BIP
$18.6B
$46.9M 0.1%
1,389,974
+46,556
+3% +$1.57M
TRU icon
175
TransUnion
TRU
$15B
$46.1M 0.1%
256,191
-1,106
-0.4% -$72.4K
5 6
7
8 9

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CWM
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VRS
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FAF
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BGIM
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CIM
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PPFA
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CIBC Private Wealth Group's Q1 2023 Portfolio in Review

As of Q1 2023, CIBC Private Wealth Group held 954 positions worth $45.2B, up 52% from $29.8B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q1 2023 filing shows 95 new, 317 increased, 373 reduced and 67 closed positions. Its largest new stake was AvalonBay Communities: 531,498 shares worth $89.3M. The largest sale was Charles Schwab, an estimated $408M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 22% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q1 2023 buy was AvalonBay Communities: 531,498 shares worth $89.3M.
  • CIBC Private Wealth Group added most to Ares Management in Q1 2023, an estimated $126M increase.
  • CIBC Private Wealth Group's biggest Q1 2023 reduction was Charles Schwab, cutting an estimated $408M.
  • CIBC Private Wealth Group fully exited SVB Financial Group in Q1 2023, selling an estimated $109M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $45.2B portfolio in Q1 2023.
  • CIBC Private Wealth Group opened 95 new positions and closed 67 in Q1 2023.
  • CIBC Private Wealth Group's portfolio value rose 52% quarter-over-quarter to $45.2B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2023, filed 12 May 2023.